Strategic Tech Planning Insights from #14NTCsmack Down
Explore practical steps and considerations for strategic tech planning discussed by experts Lindsay Bealko, Andrea Berry, and Steve Heye at #14NTCsmack. Learn how to prioritize tasks, assess current tech state, address security concerns, manage people and processes, and anticipate emerging needs. Gain valuable insights to enhance your organization's tech strategy effectively.
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Tech Planning Smack Down #14NTCsmack Lindsay Bealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye
Step 1: Sort Homeruns from Sugar Not Urgent Urgent 1 2 Important 3 4 Not Important Source: https://www.stephencovey.com/about/about.php
Step 2: Sort Homeruns from Bunts Leave for now BIG Hits Implementation Complexity Degree of specialization # of processes, dependencies Cost & timeline Nice to have Quick Wins Potential Benefit Strategic value/program impact Dollars saved/earned Increased services offered / clients served Risk decreased Adapted from TechBridge model
Missional Strategic Find a model to help you assess current state & to provide a common language to talk about tech. Tactical 5 #NTCsmack @LindsayBealko @idealware @SteveHeye
What Who Security & policies Infrastructure Core Technology Potential single points of failure Small team Tech staff or vendor Tactical When How Best place to start Continual review During budgeting If a critical issue arises Inventory Replacement plan Gap analysis Risk assessment #NTCsmack @LindsayBealko @idealware @SteveHeye
What Who People & Processes Software Data management Communication tools Leadership Cross functional team key stakeholders Tech staff or vendor Strategic When How Annual Around budgeting cycle Tied to org planning cycle Build from existing goals/plans Stakeholder input Process mapping Governance team #NTCsmack @LindsayBealko @idealware @SteveHeye
What Who Emerging needs or opportunities Client-facing, transformative solutions Emerging Technology Enterprise platforms Sector tech Big data Clients or beneficiaries Sector collaboration Outside experts Tech staff or vendor Missional When How At least every few years Based on org s readiness and/or opportunities Client surveys and shared design approach Inspiration from outside orgs Partnerships and collaborations Compare sector needs to org capacity #NTCsmack @LindsayBealko @idealware @SteveHeye
Strategic Planning: One Tactic Start with your org s BHAGs for the next 1-3 years (from strategic plan, annual plan, etc.) Increase clients served / diversity of clients served, Improve financial stability, Enhance organization s visibility, Form new partnerships THEN and only then, consider: How can technology play a role in helping us reach these goals?
Position Verticals and Social Enterprise Financial Model Contribution Model FundEZ Contracts Salesforce for Social Ent. Studentforce Salesforce Websites Email Blast Volunteers Social Media Digital Authors
Enterprise Management Key Projects- In Progress: Implement new Student Management System Refine use of Salesforce for Donor, Hiring Partner and Volunteer management Establish Data Governance and Business Process Management Structures (multi-year) Data Repository Manual Silo'd Internal Data Informed Automated Integrated Hosted Enterprise Software Enterprise Software From To Business Analysis Business Analysis Documents Manual Living process Automated From To Deeper Dive Innovation & Intrpretation Information Data Informed Surface Information Base Metrics Data Solid Metrics Information Management Information Management From To Key Projects- FY15: Operations Software for Social Enterprises Replace FundEZ Contracts Software Volunteer Tracking Software Tech Dependent Ad-Hoc Heavy Lifting User Friendly Defined Flexible tools Reporting Reporting From To
Mission Statement The Cara Program prepares and inspires motivated individuals to break the cycle of homelessness and poverty, transform their lives, strengthen our communities, and forge paths to real and lasting success. Technology Mission: Create & maintain an integrated technology platform to enable staff, strengthen organizational capacity and impact the mission of The Cara Program.
Mission Statement Feeding America is the nation's leading domestic hunger-relief charity. Our mission is to feed America's hungry through a nationwide network of member food banks and engage our country in the fight to end hunger.
Review: Make it Happen Tactical Strategic Missional Planning Focus on a solid foundation (network, hardware & software) for efficiency/stability Integrate tools, people and process to improve effectiveness, then expand to org goals Align technology and innovate to make an impact & add value Implementing Focus on IT, stability & basic support Cross Departmental, build collaboration & skills Change program/ service delivery & organization culture Budgeting Replace & upgrade based on software/hardware inventory, services & support, build IT skills Include process improvement, training and support Allow for experimentation, innovation and technology fund Tactical Strategic & tactical 15 #NTCsmack @LindsayBealko @idealware @SteveHeye
Missional Strategic Find a model to help you assess current state & to provide a common language to talk about tech. Tactical 16 #NTCsmack @LindsayBealko @idealware @SteveHeye
What did you think? Evaluate this session! Or, search by session title or code (2119) at: www.nten.org/ntc/eval When you evaluate a session, you will be entered to win a prize! Lindsay Bealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye
